Strategic M&A Planning: State Compliance in AE Transactions

Whether you’re preparing for a leadership hand-off, a partner buyout, or a full merger or acquisition, navigating state-specific regulations is critical. From firm professional licensing and entity registration to tax implications and compliance risks, missing even one detail can turn a strategic opportunity into a costly setback.

Join SN’s expert-led panel for this webinar, where attendees will gain actionable insights into the compliance side of AE transactions.

During this webinar, attendees will:

• Understand the benefits of M&A due diligence to uncover state-level risks such as nexus exposure, licensing violations, registration gaps, and historical tax liabilities.
• Recognize common compliance pitfalls during M&A transactions related to state taxes and firm licensure.
• Learn best practices for M&A planning, pre- and post-transaction.

You will be directed to our SPI platform; simply click Enroll to sign in. New users: click the Register link at the bottom of the pop-up for instant access.